Workflow Templates: Marketing Dashboard Checklist

Identify key data sources (CRM, Google Analytics, social media platforms)

Ensure data accuracy and consistency across sources

Integrate data sources into a centralized dashboard platform

Set up automated data updates to keep the dashboard current

Test the data integration to confirm proper functionality

Identify critical KPIs that align with business goals

Define clear and measurable metrics for each KPI

Set benchmark goals and targets for each KPI

Ensure KPIs are actionable and provide insights

Review and update KPIs periodically to reflect changing objectives

Create a user-friendly and intuitive dashboard layout

Use visual aids like charts and graphs for better data comprehension

Ensure the dashboard is responsive and accessible on multiple devices

Incorporate interactive elements such as filters and drill-down options

Test the dashboard with end-users and gather feedback for improvements

Set up real-time alerts for significant changes in KPIs

Schedule regular performance reviews and dashboard updates

Export and share dashboard reports with relevant stakeholders

Analyze trends and patterns to inform strategic decisions

Document insights and actions taken based on dashboard data

Implement user access controls and permissions

Ensure data encryption and secure storage practices

Regularly update software to protect against vulnerabilities

Comply with relevant data privacy regulations (GDPR, CCPA)

Conduct periodic security audits and assessments

Marketing Dashboard Checklist